Broadridge Financial Solutions, Inc.
BR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001383312
In the last 90 days, Broadridge Financial Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,136
- +51 vs. Q3 2025
- Shares held
- 106.7M
- +1.30M (+1.2%) vs. Q3 2025
- Total value
- $23.8B
- −$1.24B (−5.0%) vs. Q3 2025
- New holders
- 139
- 362 more added
- Sold out
- 88
- 439 more reduced
20 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $15.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 6,193 | $1.38M | 0.02% | +5,131+483.1% | Added |
| Susquehanna Fundamental Investments, LLC | 6,296 | $1.41M | 0.05% | −50,932−89.0% | Reduced |
| Copeland Capital Management, LLC | 6,331 | $1.41M | 0.03% | −409−6.1% | Reduced |
| Park Avenue Securities LLC | 6,360 | $1.42M | 0.01% | −1,627−20.4% | Reduced |
| Impax Asset Management Group plc | 6,403 | $1.43M | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 6,420 | $1.43M | 0.09% | +209+3.4% | Added |
| Principal Securities, Inc. | 6,469 | $1.44M | 0.02% | +1,473+29.5% | Added |
| Groupama Asset Managment | 6,471 | $1.44M | 0.02% | −671−9.4% | Reduced |
| Metis Global Partners, LLC | 6,516 | $1.45M | 0.03% | −1,313−16.8% | Reduced |
| Machina Capital S.A.S. | 6,670 | $1.49M | 0.28% | +29+0.4% | Added |
| Trueblood Wealth Management, LLC | 6,732 | $1.50M | 0.59% | −201−2.9% | Reduced |
| Hartford Investment Management Co | 6,804 | $1.52M | 0.05% | −85−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 6,838 | $1.53M | 0.10% | +8+0.1% | Added |
| Bessemer Group Inc | 6,862 | $1.53M | 0.00% | +222+3.3% | Added |
| Thrivent Financial for Lutherans | 6,871 | $1.54M | 0.00% | −134−1.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.56M | 0.15% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 7,053 | $1.57M | 1.00% | −129−1.8% | Reduced |
| Kesler, Norman & Wride, LLC | 7,089 | $1.58M | 0.27% | +435+6.5% | Added |
| Adviser Investments LLC | 7,158 | $1.60M | 0.02% | −1,196−14.3% | Reduced |
| Atlantic Union Bankshares Corp | 7,190 | $1.60M | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 7,201 | $1.61M | 0.05% | +10.0% | Added |
| Whittier Trust Co | 7,345 | $1.63M | 0.02% | −66−0.9% | Reduced |
| Kentucky Retirement Systems | 7,316 | $1.63M | 0.04% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 7,343 | $1.64M | 0.15% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,353 | $1.64M | 0.01% | +164+2.3% | Added |
| Lee Financial Co | 7,446 | $1.66M | 0.22% | −896−10.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 7,535 | $1.68M | 0.99% | +499+7.1% | Added |
| 1832 Asset Management L.P. | 7,594 | $1.69M | 0.00% | −1,089−12.5% | Reduced |
| Dean Capital Management | 7,595 | $1.69M | 0.72% | +242+3.3% | Added |
| Alps Advisors Inc | 7,728 | $1.72M | 0.01% | −81−1.0% | Reduced |
| CWM, LLC | 7,877 | $1.76M | 0.00% | −530−6.3% | Reduced |
| Illinois Municipal Retirement Fund | 7,916 | $1.77M | 0.02% | −13−0.2% | Reduced |
| Verition Fund Management LLC | 7,931 | $1.77M | 0.01% | +807+11.3% | Added |
| Sentry LLC | 7,948 | $1.77M | 0.49% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 9,766 | $1.78M | 0.79% | +9,766 | New |
| Logan Capital Management Inc | 7,982 | $1.78M | 0.07% | −532−6.2% | Reduced |
| Oak Thistle LLC | 8,042 | $1.79M | 0.25% | −1,041−11.5% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 8,016 | $1.81M | 0.01% | +8,016 | New |
| Park Place Capital Corp | 8,105 | $1.81M | 0.38% | −321−3.8% | Reduced |
| Wellington Management Group LLP | 8,110 | $1.81M | 0.00% | +315+4.0% | Added |
| Ashton Thomas Private Wealth, LLC | 8,081 | $1.81M | 0.04% | −83−1.0% | Reduced |
| Laird Norton Trust Company, LLC | 8,221 | $1.84M | 0.04% | +8,221 | New |
| Transcend Wealth Collective, LLC | 8,280 | $1.85M | 0.14% | −2,043−19.8% | Reduced |
| Virtus Investment Advisers, Inc. | 8,300 | $1.85M | 0.50% | +8,300 | New |
| Leavell Investment Management, Inc. | 8,268 | $1.85M | 0.08% | −615−6.9% | Reduced |
| Naples Global Advisors, LLC | 8,286 | $1.86M | 0.14% | +105+1.3% | Added |
| Norinchukin Bank, The | 8,408 | $1.88M | 0.02% | +660+8.5% | Added |
| Valley National Advisers Inc | 8,473 | $1.89M | 0.26% | −246−2.8% | Reduced |
| TCG Advisory Services, LLC | 8,481 | $1.89M | 0.05% | +7,120+523.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,514 | $1.90M | 0.01% | +216+2.6% | Added |
| Allstate Corp | 8,652 | $1.93M | 0.03% | +4,329+100.1% | Added |
| Mizuho Securities USA LLC | 8,499 | $1.94M | 0.03% | −32−0.4% | Reduced |
| Zurich Insurance Group Ltd | 8,700 | $1.94M | 0.01% | +8,700 | New |
| Birch Hill Investment Advisors LLC | 8,913 | $1.99M | 0.08% | +1,885+26.8% | Added |
| Avanza Fonder AB | 8,940 | $2.00M | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9,130 | $2.04M | 0.03% | −830−8.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,172 | $2.05M | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 9,195 | $2.05M | 0.43% | −298−3.1% | Reduced |
| Mirabaud Asset Management Ltd | 8,607 | $2.08M | 1.00% | +2,758+47.2% | Added |
| Tredje AP-fonden | 9,368 | $2.09M | 0.02% | +745+8.6% | Added |
| Janney Montgomery Scott LLC | 9,453 | $2.11M | 0.00% | −165−1.7% | Reduced |
| Merit Financial Group, LLC | 9,839 | $2.20M | 0.02% | −1,264−11.4% | Reduced |
| Greenleaf Trust | 9,901 | $2.21M | 0.02% | +105+1.1% | Added |
| Mraz, Amerine & Associates, Inc. | 9,939 | $2.22M | 0.33% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 10,005 | $2.23M | 0.16% | +410+4.3% | Added |
| Wimmer Associates 1, LLC | 10,120 | $2.26M | 1.05% | −15−0.1% | Reduced |
| Fiduciary Trust Co | 10,128 | $2.26M | 0.03% | −158−1.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 10,374 | $2.32M | 0.68% | +10,374 | New |
| Rafferty Asset Management, LLC | 10,399 | $2.32M | 0.01% | −146−1.4% | Reduced |
| American Trust | 10,486 | $2.34M | 0.20% | −72−0.7% | Reduced |
| Panagora Asset Management Inc | 10,610 | $2.37M | 0.01% | +8,493+401.2% | Added |
| Coldstream Capital Management Inc | 10,872 | $2.43M | 0.03% | −293−2.6% | Reduced |
| HBK Sorce Advisory LLC | 13,388 | $2.44M | 0.06% | +192+1.5% | Added |
| Aquatic Capital Management LLC | 10,942 | $2.44M | 0.07% | +10,942 | New |
| Regions Financial Corp | 11,023 | $2.46M | 0.02% | −2,071−15.8% | Reduced |
| Siemens Fonds Invest GmbH | 11,013 | $2.48M | 0.13% | −1,671−13.2% | Reduced |
| Investment Management Corp of Ontario | 11,131 | $2.48M | 0.03% | +2,340+26.6% | Added |
| State of Tennessee, Treasury Department | 12,635 | $2.49M | 0.01% | −12,470−49.7% | Reduced |
| Kinneret Advisory, LLC | 11,179 | $2.51M | 0.21% | −306−2.7% | Reduced |
| Los Angeles Capital Management LLC | 11,434 | $2.53M | 0.01% | −732−6.0% | Reduced |
| Westpac Banking Corp | 11,372 | $2.54M | 0.16% | +197+1.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 11,700 | $2.61M | 0.04% | +1,000+9.3% | Added |
| Strong Retirement Solutions LLC | 11,882 | $2.65M | 1.79% | +11,882 | New |
| Kestra Advisory Services, LLC | 11,910 | $2.66M | 0.01% | +284+2.4% | Added |
| Brinker Capital Investments, LLC | 11,949 | $2.67M | 0.02% | −887−6.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 12,036 | $2.69M | 0.38% | +12,036 | New |
| Pinnacle Associates Ltd | 12,071 | $2.69M | 0.03% | −63−0.5% | Reduced |
| Appleton Partners Inc | 12,072 | $2.69M | 0.18% | +89+0.7% | Added |
| Dakota Wealth Management | 12,088 | $2.70M | 0.05% | +6,003+98.7% | Added |
| Oppenheimer Asset Management Inc. | 12,264 | $2.74M | 0.03% | +280+2.3% | Added |
| Tilia Fiduciary Partners, Inc. | 12,410 | $2.77M | 1.53% | +517+4.3% | Added |
| BDF-Gestion | 12,428 | $2.77M | 0.34% | −829−6.3% | Reduced |
| QRG Capital Management, Inc. | 12,497 | $2.79M | 0.03% | +7,009+127.7% | Added |
| Mutual of America Capital Management LLC | 12,538 | $2.80M | 0.03% | −161−1.3% | Reduced |
| Flputnam Investment Management Co | 12,591 | $2.81M | 0.04% | −206−1.6% | Reduced |
| Entropy Technologies, LP | 12,728 | $2.84M | 0.15% | +12,728 | New |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.88M | 1.61% | 00.0% | Unchanged |
| Agf Management Ltd | 12,920 | $2.88M | 0.01% | +508+4.1% | Added |
| Vinva Investment Management Ltd | 12,893 | $2.90M | 0.04% | +3,937+44.0% | Added |
| Horizon Investments, LLC | 13,086 | $2.92M | 0.04% | +1,372+11.7% | Added |